See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,132 | $105,181+65.6% | $159,436+9.2% | $85,850+102.8% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.8%+7.9pp | 69.3%+21.4pp |
| Annual return | 12.97% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,664 | $3,318+10.4% | $4,829-24.1% | $2,565+42.8% |
| Participant deferral / active EE | $6,234 | $5,945+4.9% | $7,352-15.2% | $3,952+57.8% |
| Admin fee / account holder | $43,574 | $6,933+528.5% | $10,799+303.5% | $6,260+596.1% |